Skip to Content

MLC Managed
Account Strategies

Reports

Our range of simple, easy-to-understand reports cover the latest portfolio performance, performance drivers, asset allocation, holdings, information on any changes to the portfolio and commentary on positioning.

 

Portfolio performance reports

Our monthly portfolio updates include performance, performance drivers, asset allocation and holdings. Reports for calendar quarters have additional information.

Portfolio updates available at the end of calendar quarters contain additional information on portfolio positioning, stock showcases, returns and volatility, not available in our more succinct monthly updates.

Investment Central

Investment Central aims to provide advisers the tools and support they need when using Managed Account Strategies. Visit Investment Central to learn more. about Investment Central

MLC Premium and Value Model Portfolio reports

  • Portfolio

     Monthly performance report 

     Quarterly commentary 

    MLC Premium Conservative 30


    MLC Premium Moderate 50

    MLC Premium Balanced 70

     

    MLC Premium Growth 85

     

    MLC Premium High Growth 98

     

  • Portfolio

     Monthly performance report 

     Quarterly commentary 

    MLC Value Conservative 30


    MLC Value Moderate 50

    MLC Value Balanced 70

     

    MLC Value Growth 85

     

    MLC Value High Growth 98

     

     

     

 

CFS FirstChoice Managed Account Strategies reports

Click here to read latest CFS FirstChoice Managed Account Strategies reports.

 

AMP North - MLC Premium and Value Model Portfolio reports

  • Portfolio

     Monthly performance report 

    MLC Premium Conservative 30

    MLC Premium Moderate 50

    MLC Premium Balanced 70

     

    MLC Premium Growth 85

     

    MLC Premium High Growth 98

     

  • Portfolio

     Monthly performance report 

    MLC Value Conservative 30

    MLC Value Moderate 50

    MLC Value Balanced 70

     

    MLC Value Growth 85

     

    MLC Value High Growth 98

     

Portfolio activity reports


How to invest

To invest in MLC Managed Account Strategies directly you must have received the Fund's PDS within Australia and be a resident in Australia.

Invest via your preferred platform:

Expand Essential, Expand Extra, BT Panorama, CFS FirstChoice, AMP North, HUB24, Macquarie Wrap, Glow Wrap, Rhythm, Voyage and Netwealth.

If you would like more information, please contact your state-based Investment Specialist:

 

Tanya Diaz

National Sales Manager – Multi Asset Investment
Mobile: 0450 476 100
Email: tanya.diaz@insigniafinancial.com.au

 

Paul Ruggeri

Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0409 793 324
Email: paul.ruggeri@insigniafinancial.com.au

 

Megan Bonke

Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0436 617 551
Email: megan.bonke@insigniafinancial.com.au

 

Tim Casey

Investment Specialist – Multi Asset Investments (QLD)
Mobile: 0439 440 035
Email: tim.casey@insigniafinancial.com.au

 

Tim Higgins

Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0436 642 057
Email: tim.higgins@insigniafinancial.com.au

 

Michael Carroll

Investment Specialist – Multi Asset Investments (WA/SA)
Mobile: 0481 035 847
Email: michael.carroll@insigniafinancial.com.au

Andrew Nguyen

Investment Specialist – Multi Asset Investments (VIC)
Mobile: 0451 219 454
Email: andrew.nguyen@insigniafinancial.com.au

 

James Winder

Investment Specialist – Multi Asset Investments (NSW)
Mobile: 0449 043 454
Email: james.winder@insigniafinancial.com.au

2024 Portfolio Outlook

A quick check-in on our managed account strategies.

Anthony Golowenko, Senior Portfolio Manager

Contact us

1300 738 355

Monday to Friday, 8.30am to 5.30pm (AEST)

Talk to us today

To speak to a specialist complete this form and we'll be in touch.

MLC Asset Management Investment team

Meet the MLC Asset Management Investment team.